See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $483,892 | $175,202+176.2% | $149,673+223.3% | $139,434+247.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.13% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $21,736 | $5,474+297.1% | $4,818+351.2% | $4,751+357.5% |
| Participant deferral / active EE | $14,829 | $6,519+127.5% | $5,680+161.1% | $6,710+121.0% |
| Admin fee / account holder | $34,411 | $16,150+113.1% | $13,210+160.5% | $11,403+201.8% |